Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024

Elevated Capital Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.5M, Apple Inc. with a value of $12.1M, Vanguard Growth ETF with a value of $11.8M, Vanguard Ftse Developed Market with a value of $9.2M, and Vanguard Total International B with a value of $8.46M.

Examining the 13F form we can see an decrease of $17.6M in the current position value, from $340M to 322M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $170 Million
Technology: $37.2 Million
Financial Services: $35.4 Million
Consumer Cyclical: $16 Million
Utilities: $12.6 Million
Communication Services: $11.2 Million
Healthcare: $10.7 Million
Industrials: $10.5 Million
Other: $17 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.67B
$1.03 Million 0.32% of portfolio
20,413
Q1 2022 New
$8.65B
$878,000 0.27% of portfolio
14,198
Q4 2024 Reduced 7.69%
$9.75B
$736,000 0.23% of portfolio
36,306
Q4 2024 Added 11.9%
$8.52B
$704,000 0.22% of portfolio
17,068
Q4 2024 Reduced 1.72%
$7.82B
$691,000 0.21% of portfolio
39,567
Q4 2024 Reduced 2.52%
$4.02B
$629,000 0.2% of portfolio
59,388
Q4 2024 Added 10.47%
$4.19B
$616,000 0.19% of portfolio
61,849
Q4 2024 Reduced 12.94%
$4.66B
$576,000 0.18% of portfolio
11,806
Q4 2024 Added 9.1%
$7.19B
$437,000 0.14% of portfolio
5,801
Q1 2019 New
$5.66B
$449,000 0.14% of portfolio
2,212
Q4 2024 Added 44.58%
$7.03B
$348,000 0.11% of portfolio
2,172
Q4 2024 Added 64.17%
$5.45B
$302,000 0.09% of portfolio
1,951
Q4 2024 New
$8.31B
$257,000 0.08% of portfolio
1,642
Q4 2024 New
$3.79B
$233,000 0.07% of portfolio
6,435
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $322 Million
  • Prior Value $340 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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